Portfolio Monitoring Manager

TEEMA Solutions Group; New York (NY); On-site; USD 140,000 - 185,000; Full time

Job summary

A financial services company located in New York seeks a Portfolio Monitoring Manager to oversee ongoing portfolio positions and ensure alignment with investment guidelines. The role requires strong quantitative and analytical skills, proficiency in Excel, and familiarity with portfolio monitoring systems. Candidates are expected to have a Bachelor’s degree in Finance, Economics, or a related field. The position offers a competitive total annual compensation ranging from $140,000 – $185,000, dependent on experience and qualifications.

Qualifications

• Strong understanding of portfolio construction and investment strategies.
• Experience or coursework in portfolio monitoring or risk management is preferred.
• Ability to work effectively in fast-paced environments.

Responsibilities

• Monitor portfolio positions and exposures across strategies.
• Track daily P&L and risk metrics.
• Prepare monitoring reports for senior management.

Skills

Quantitative and analytical skills

Attention to detail

Clear written and verbal communication

Education

Bachelor’s degree in Finance, Economics, Mathematics, Statistics, Engineering or related field

Tools

Excel

Python

R

SQL

Job description

Location: New York, NY
Employment Type: Full-Time
Estimated Compensation:
$140,000 – $185,000 total annual compensation (varies by employer)

About This Posting

This job description represents a sample Portfolio Monitoring Manager position commonly found through the Career Launch AI Talent Network. It is intended to help job seekers understand the responsibilities and qualifications typically associated with roles focused on ongoing portfolio oversight, risk monitoring, exposure tracking, and performance surveillance.

Actual openings may vary based on employer needs, asset class focus (e.g., equities, fixed income, multi-asset, alternatives, private markets), investment strategy, and portfolio complexity.

For more information on the Career Launch AI Talent Network, visit:
https://www.careerlaunch.ai/

Position Overview

Portfolio Monitoring Managers are responsible for continuously overseeing portfolio positions, exposures, and risk metrics to ensure alignment with investment guidelines, mandates, and risk tolerances. The role blends analytical rigor, market awareness, and operational discipline to support portfolio managers and risk teams.

These roles often involve close collaboration with portfolio managers, risk management, investment operations, compliance, and analytics teams.

Key Responsibilities

Monitor portfolio positions, exposures, and concentrations across strategies and asset classes

Track daily P&L, risk metrics, and performance drivers

Identify breaches, anomalies, and emerging risks relative to guidelines and limits

Support real-time and periodic portfolio monitoring processes

Develop and maintain monitoring dashboards, reports, and analytical tools

Conduct scenario analysis, stress testing, and sensitivity analysis

Partner with portfolio managers to assess portfolio changes and risk implications

Coordinate with risk, compliance, and operations teams to ensure data accuracy and controls

Prepare daily, weekly, and ad-hoc monitoring reports for senior management

Preferred Qualifications

Bachelor’s degree in Finance, Economics, Mathematics, Statistics, Engineering, or a related field

Strong understanding of portfolio construction, risk metrics, and investment strategies

Experience or coursework in portfolio monitoring, risk management, or investment analytics (preferred but not required)

Strong quantitative and analytical skills with attention to detail

Proficiency in Excel; familiarity with Python, R, SQL, or portfolio/risk systems is a plus

Ability to work effectively in fast-paced, time-sensitive environments

Clear written and verbal communication skills

Strong interest in portfolio management, risk oversight, and capital markets

About the Career Launch AI Talent Network

The Career Launch AI Talent Network helps job seekers pursue opportunities similar to this role through:

Skills-based role matching

Resume and profile optimization

Guidance on outreach to portfolio monitoring and risk teams

Interview preparation for portfolio oversight, risk, and analytics roles

To learn more or express interest in portfolio monitoring and investment risk roles, visit:
https://www.careerlaunch.ai/